Relationship manager jobs in Encinitas, CA - 776 jobs

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr

A leading mortgage funding company in San Diego is looking for a Loan Partner to act as the main client contact throughout the loan process. The ideal candidate will have over 2 years of relevant experience, in-depth knowledge of mortgage loan products, and be capable of managing complex financial documents. Starting pay is $50,000 annually plus commission for closed loans, with potential for increases based on performance. #J-18808-Ljbffr

AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves. AmeriPharma's Benefits Full benefits package including medical, dental, vision, life that fits your lifestyle and goals Great pay and general compensation structures Employee assistance program to assist with mental health, legal questions, financial counseling etc. Comprehensive PTO and sick leave options 401k program Plenty of opportunities for growth and advancement Company sponsored outings and team-building events Casual Fridays Job Summary We are seeking an experienced and driven Hospital Sales Manager to lead our growth in TPN (Total Parenteral Nutrition) and IVIG (Intravenous Immunoglobulin) therapies. The ideal candidate will be an energetic, self-motivated, and customer-centric professional with a proven track record of hospital sales success, excellent clinical knowledge, and strong relationship-building skills. This role requires flexibility for regional travel, the ability to engage with hospital decision-makers, and the expertise to drive sales in a highly competitive specialty market. Duties and Responsibilities Business Development & Sales Develop and execute a territory sales strategy to drive TPN and IVIG utilization in hospitals, health systems, and infusion centers. Identify, target, and build strong relationships with Hospitals, physicians , pharmacists, infusion directors, nurses, and procurement teams. Meet and exceed quarterly and annual sales goals, market share targets, and revenue objectives. Account Management Serve as the primary point of contact for assigned hospital accounts. Deliver exceptional customer support and clinical education to ensure long-term loyalty. Maintain deep knowledge of hospital formularies, P&T processes, and reimbursement pathways. Clinical & Market Expertise Demonstrate in-depth knowledge of TPN, IVIG, related therapies, and competitive products. Provide clinical presentations, product training, and in-services to hospital staff. Stay current with industry trends, clinical guidelines, reimbursement changes, and regulatory compliance. Collaboration & Reporting Work closely with marketing, medical affairs, and market access teams to implement strategic initiatives. Track performance using CRM tools, pipeline management, and territory analytics. Provide regular reports on sales activity, forecasts, and competitive intelligence to leadership. Required Qualifications Minimum 3 years of proven sales experience in hospital with existing professional relationship and connections, infusion, specialty pharmacy, or biotech/biologics sales. Prior experience with TPN, IVIG, or specialty biologics is a must. Bachelor's degree in Life Sciences, Business, Pharmacy, or related field. (Advanced degree is a plus.) Demonstrated ability to open hospital accounts, navigate formulary inclusion, and influence P&T committee decisions. Excellent presentation, negotiation, and closing skills. High level of energy, professionalism, and resilience in a fast-paced, competitive market. Willingness to travel 50-70% of the time within assigned territory. Strong customer-first mindset with the ability to deliver solutions that improve patient outcomes. Proficiency with CRM platforms (Salesforce or similar) and Microsoft Google Suite. What We Offer Competitive base salary + uncapped commission Comprehensive benefits package (medical, dental, vision, 401k) Company car allowance / mileage reimbursement Ongoing sales training, product education, and leadership development Career growth opportunities within a rapidly expanding specialty therapy market AmeriPharma's Mission Statement Our goal is to achieve superior clinical and economic outcomes while maintaining the utmost compassion and care for our patients. It is our joint and individual responsibility daily to demonstrate to outpatients, prescribers, colleagues, and others that We Care! Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is continuously required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 20 pounds and occasionally lift/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus. EEO Statement The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time. AmeriPharma values diversity in its workforce and is proud to be an AAP/EEO employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, age, protected veteran status, or based on disability or any other legally protected class.

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Vista, CA. This is a full-time position that offers a competitive base salary, plus commission, along with benefits. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: develop, keep, and manage your own accounts continue to make residual income from your accounts and of course a strong base salary + commission + benefits uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Ernest's Cardboard Guitar Strikes a Chord Moving Packaging Forward Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Participate in all Department functions necessary to contribute to the achievement of Department earnings and growth objective. Actively participate in various community and civic activities. Assist with the management of the Department budget to ensure that deposit, loan and net income goals are met. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed. Assist in properly following and implementing all Bank audit procedures. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Department. Assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. Manage personal sales efforts in order to meet Department goals. Provide, present and promote The Citizens Experience to all external and internal customers. Other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Four year college or university program degree; or three (3) to five (5) years Commercial Real Estate or Banking experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or associates of organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to talk or hear. The associate frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone. The associate is occasionally required to stand, walk, sit, and reach with hands and arms. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Salary Range:$73,770.00 To $191,292.00 Annually 40 hours per week.

Job Description The Relationship Manager is the Bank's primary business development officer whose primary role is driving business and revenue growth while building strong relationships within the community. This individual will be responsible for identifying and cultivating new business opportunities, as well as nurturing existing client relationships. The successful candidate will have a deep understanding of the financial industry, a strong accounting and financial statement analysis ability, excellent communication and interpersonal skills, and a proven track record in achieving business development goals. DUTIES AND RESPONSIBILITIES: Market Analysis and Identification of Opportunities: Conduct thorough market research to identify potential business opportunities within the community. Stay abreast of industry trends, economic developments, and competitive landscape. 2. Meet Production Goals: Source enough new business to meet the Bank's defined production targets: Deposits, Loans, fee income, wealth management referrals, and any other goals defined in the Bank's plan. $10/$10 [$5]: it's every RM's responsibility to know the meaning of these terms. Have a copy of, and be able to discuss with knowledge, the margin-based comp plan that converts the $10/$10[$5] production standard into a margin-based plan. Know how the quarterly margin-based payout works. If you don't understand the margin-based plan concepts, own the responsibility to seek training by requesting in writing from your Team Leader and/or from the CBO. Own the responsibility to obtain the current IC Plan document (obtain from your supervisor), understand it (ask your supervisor to explain any ambiguities), and send a signed copy to your supervisor, retaining a copy for your personal files. 3. Prospecting and Lead Generation: Identify and target potential clients through various channels, including networking events, industry associations, and community outreach. Develop and implement strategies to generate leads and expand the client base. Identify and target potential clients through various channels, including networking events, industry associations, and community outreach. Develop and implement strategies to generate leads and expand the client base. Conduct lead development through cold calling and other means to identify new prospects. 4. TM / Operations / New Accounts On-Boarding Single point of contact: The RM is the voice and face of the bank for all things on-boarding for the client. The RM is the “general contractor” and all the support groups are the “sub-contractors.” (new accounts, TM sales, digital banking, wires, etc…) RM's should maintain direct contact with their client throughout the on-boarding process, and not just virtually through email or texting. RM's should make multiple “Quality Control” calls throughout the on-boarding process and make the client feel that they can reach out to the RM for any need or correction. The RM then involves the sub-contractors to manage issues. RM's are responsible for knowing and understanding the Endeavor on-boarding process document, and should follow it every time. 5. Client Relationship Management: Cultivate and maintain strong relationships with existing clients to understand their financial needs and identify opportunities to provide additional solutions to solve client's problems or to take advantage of client opportunities. Act as a trusted advisor, providing financial guidance and solutions tailored to clients' specific business requirements - Consultative Banking Advice. Actively solicit attendance at Business Owner's Forums and other client events. Credit: understanding the credit quality of the Borrower / Client Credit broadly consists of understanding a Borrower's: Cash flow sufficient to repay a loan. Consistent profitability. Liquidity / Working capital health. Debt and leverage. Growing and healthy level of capital. “Strategic health”. (Analyze the business strategy of the client/prospect and determine if its sensible Market conditions. Financial reporting and loan agreement monitoring. Is the client meeting all covenants. If not, has discussion been elevated to Credit Administration. RM's are the Bank's first line of defense to understand, know, and be the early warning on credit issues that could render the bank at risk for loss. Note: Endeavor Bank has a full underwriting / analyst / and credit monitoring team, but that does not absolve the RM from his/her credit responsibilities. 6. Sales and Revenue Generation: Prepare a marketing plan annually to be reviewed quarterly with Team Lead. Develop and execute effective sales strategies to meet or exceed business development targets. Work closely with product and service teams to promote and cross-sell the bank's offerings. Self-enroll in Credit, Sales or other skill development training to broaden knowledge and skill sets. Sales Calls: Understand and know the Sales Call Process document Follow the Sales Call Process document every time. Both for new prospects and existing clients. 7. Collaboration with Internal Teams: Collaborate with Credit, Risk, Operations, BSA, TM Sales, and other internal teams to ensure a seamless client experience, to manage risk, and provide effective management of client and internal relationships. 8. Reporting and Analysis: Prepare regular reports on business development activities, including pipeline status, prospect conversion rates, and revenue generated. Analyze data to identify trends, opportunities, and areas for improvement. 9. CRM Participation: Continuously utilize the CRM system to create and manage contacts, opportunities, and appointments. This is more than a daily activity. It's 100% of the working day. Leverage the CRM for scheduling follow-ups and to document all prospect and client conversations, ensuring accurate and up-to-date information. Maximize the CRM's capabilities to streamline business development processes and enhance overall efficiency. Collaborate with the CRM administrator and provide feedback for system enhancements based on user experience. Stay informed about CRM updates and features, ensuring the team's proficiency in utilizing the system effectively. 10. nCino Utilization for Loan Management: Fully engage with the nCino platform to manage the end-to-end loan process efficiently. Utilize nCino to input and track loan applications, monitor approval workflows, and ensure compliance with regulatory requirements. Collaborate with the loan processing team to streamline communication and documentation through the nCino system. Leverage nCino's reporting and analytics features to provide insights into the loan portfolio and support data-driven decision-making. Stay updated on nCino's functionalities and updates, ensuring optimal utilization for enhancing the overall loan management process. 11. Full Participation in Bank's EOS Management System: Actively engage with the bank's EOS (Entrepreneurial Operating System) management system, ensuring comprehensive involvement in key components such as: D10's (Department Level 10 Meetings), Rock and milestone development, ToDo's, and Issue development and solutions (IDS). Contribute to the success of D10's by providing valuable insights, updates, and collaborative problem-solving during department-level meetings. Play a role in the development and tracking of Rocks (major priorities) and milestones, ensuring alignment with organizational goals and objectives. Proactively manage ToDo's (tasks and responsibilities), ensuring timely completion and alignment with strategic priorities. Contribute to the identification and resolution of Issues (barriers and challenges) through the development and implementation of effective solutions within the IDS framework. 12. Production Tracking: At least quarterly, meticulously maintain and update the bank's tracking systems to monitor and assess your business development production related to loans and deposits. Provide accurate and up-to-date data on key performance indicators, including loan origination volumes, deposit growth, and other relevant metrics. Collaborate with internal stakeholders to ensure the seamless integration of production tracking data into broader reporting and analysis systems. Analyze production trends and outcomes, identifying areas for improvement and implementing strategies to enhance overall performance. Prepare comprehensive reports on business development production for presentation to management, highlighting achievements and proposing actionable insights for continued growth. 13. Community Involvement: Actively engage in community outreach activities to strengthen the bank's presence within the local community. Represent the bank at civic and community events, fostering positive relationships with key stakeholders. Identify and participate in sponsorship opportunities, events, and initiatives that align with the bank's values and community development goals. Collaborate with community organizations, chambers of commerce, and other relevant groups to enhance the bank's visibility and community impact. Join and contribute to non-profit boards. Encourage and support team members in participating in volunteer activities and community service projects to contribute to the bank's corporate social responsibility efforts. 14. Business association involvement Actively participate in relevant business associations, industry groups, and trade organizations to expand the bank's network and influence within the business community. Attend association events, conferences, and meetings to stay informed about industry trends, regulatory changes, and business opportunities. Establish and nurture relationships with key influencers, business leaders, and decision-makers within the business associations. Leverage involvement in business associations to identify potential partnerships, collaborations, and business development opportunities. Share insights gained from business association involvement with internal teams to inform strategic decision making and enhance the bank's competitive position. SUPERVISORY RESPONSIBILITIES: This job has supervisory responsibilities. QUALIFICATIONS: Proven experience in business development within the commercial banking sector. Bachelor's degree in business, finance, or a related field. Intermediate level accounting proficiency with an understanding of financial statement analysis. Strong understanding of financial products and services. Excellent communication, negotiation, and interpersonal skills. Demonstrated ability to meet and exceed sales targets. Familiarity with the local business community and market dynamics. Ability to work independently and collaboratively within a team. Proficient in Microsoft Office Suite and CRM software. TRAVEL REQUIRED Must be available to travel.

Job Description The Role: Relationship Manager Reports To: Market Leader Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it's trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make. We're looking for leaders who want more than a title. We're looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Relationship Manager The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives. By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank's overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services. What You'll Do Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate's high-touch service standards, and Formula for Success. Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals. Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio. Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs. Works with business development staff, lenders and underwriters to structure loans. Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed. Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate's strategic growth vision. AML/CFT/Compliance Responsibilities This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program. Who You Are Experience & Expertise 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales. Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients. Ability to close business. Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution. Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments. Proven success in reinforcing a disciplined, performance-driven credit culture. Bachelor's degree in Business, Finance, or related field preferred. Mindset & Values You lead with accountability, integrity, and consistency. You thrive in a collaborative environment where transparency and follow-through matter. You model professionalism, calm under pressure, and a solutions-oriented mindset. You embrace data-driven decision-making while maintaining a client-first perspective. You embody CalPrivate's culture, heart for client, excellence in service, and deep commitment to the Bank and its people. Physical Demands Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects. Ability to sit or stand for extended periods of time. Ability to physically use a keyboard/mouse Ability to walk to and from workstations Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus Why CalPrivate Bank? This isn't just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don't just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we're building a team of people who reflect those values in everything they do. If you're looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

Job Description TITAN Environmental Solutions is hiring a Client Relationship Manager to manage and strengthen relationships with our established client base. The Client Relationship Manager (CRM) is responsible for maintaining, nurturing, and strengthening relationships with existing and assigned clients to ensure satisfaction, retention, and long-term loyalty. This role focuses on proactive client engagement, thoughtful planning of visit schedules, and efficient time management to optimize responsiveness and service quality. The CRM plays a key role in reinforcing the company's brand identity and supports marketing and networking efforts by participating in and assisting with events that promote visibility and relationship-building. This role supports the Account Executive by managing ongoing client relationships, allowing the Account Executive to focus on securing new business opportunities. This position and its responsibilities are subject to change as the organization restructures and assigns new roles. Requirements Proven experience in client relationship management, account management, or a similar role, with the ability to build and maintain long-term professional relationships Strong organizational and time-management skills, including the ability to plan efficient routes, manage visit schedules, and meet daily activity and reporting expectations Excellent verbal and written communication skills, with the ability to build rapport, address concerns, and communicate clearly and professionally Proficiency in CRM systems such as Zoho to document interactions, maintain accurate client records, and generate reports Strong analytical skills to gather client feedback, identify trends, and recommend improvements or solutions Effective problem-solving skills with the ability to address client challenges and enhance overall satisfaction and retention Collaborative mindset with the ability to work closely with Account Executives, Team Leads, operations, and other team members Proactive, adaptable, and self-motivated, with the ability to manage changing priorities and deliver consistent results Familiarity with industries such as restoration, property management, construction, or related fields is preferred Benefits Eligible employees receive paid holidays, paid vacation, and access to group health, dental, and vision insurance, as well as a 401(k) retirement savings plan, plus any applicable state mandated insurance benefits. Holiday and vacation eligibility, accrual, and scheduling follow company policy and plan documents.

We are a technology-driven company. We built our business with the purpose of empowering people and improving their organizations, one payment at a time. We started our journey by providing smart and simple payment processing tools and products but haven't stopped there. We are backed by a team of world-class experts and the best technology talent, and we are committed to helping more new businesses get started, increase the revenues of our customers, and bridge the gap between online merchants and payment solutions. Our mission is to give companies the tools they need to change the future of their business. Job Summary This position manages the entire support team which includes the Client Engagement Specialists and the Senior Client Engagement Specialists. As a supervisor, this role is responsible for hiring, termination, performance management, career development and overseeing the day-to-day responsibilities of the Client Engagement team. They will also be responsible for training new team members and making sure they are assimilated properly into the team. They will also be the escalation point for all issues that cannot be resolved by the rest of the team. Requirements Responsibilities & Duties Willing to travel to our Tijuana Mexico office 5 days a week Supervise employees, including but not limited to conducting performance reviews, goal setting, providing guidance and working through employee relation issues within the team. Identify career development needs/opportunities for each individual member of the team Interview and hire new team members. Train new team members to ensure they understand Payarc products, systems and how other departments work with this team to support clients/merchants. Manage and delegate, as needed, all tasks assigned to support team ensuring timely completion of open issues. Subject Matter Expert/Lead on investigating complex issues brought to us by either the merchants or agents and act as an escalation point to get problems resolved as quickly as possible, including questions regarding authorizations, batches, clearing, settlement, remote technical support for various payment terminals and payment gateways, along with triaging issues between other company departments. Provide customer service to existing clients over the phone and email. Take lead with projects assigned to the support team such as pricing updates and updating information for merchants ensuring they have the correct equipment for their business. Mentor new employees Other duties as assigned. Skills/Competencies Extremely detail oriented Ability to multi-task Good interpersonal skills Strong communication skills Strong relationship building skills Influencing skills Strong problem-solving skills Coaching Skills Leadership skills Handle complex, sensitive issues Customer service oriented Qualifications / Experience Required Spanish speaking a plus Proficient in Microsoft Word/Excel 3+ years of experience in customer service with proven ability to solve issues and work well with a team Education Requirements College Degree preferred Physical Requirements Prolonged sitting PM22 Salary Description Starting at 100k

The accountability for the Client Partner will include P&L growth, Customer Satisfaction, and Employee Satisfaction. All of sales, delivery, and operations teams for the account will roll up to the CP. * Define the long-term approach/ plan for the account and execute to the plan with quarterly and monthly KPIs. * Stakeholder Management - building and managing client relationships at the VP, and CXO level. * Accountable for quantified targets of Revenue growth, Order booking, Operating margin, Customer satisfaction, and Employee satisfaction * Work closely with customer-side decision makers for upselling and cross selling all service lines such as Application Development and Maintenance Services, IOT/Digital Engineering, BPO, Data, Analytics & AI, Enterprise Solutions, Infrastructure & cloud. * Sales and demand generation/capture through rigor in regular review of Pipeline and performance against plan on weekly, monthly, quarterly, and annual basis. * Define and execute the account specific marketing plan for building new relationships and elevating the TCS brand. * Build alliance partnerships relevant to the account. * Lead the teams in generating opportunities and presenting proposals (proactive as well as responses to RFP/RFIs) * Manage and escalate (when necessary) to ensure fulfillment of resources to meet the revenue and delivery commitments. * Identifying and grooming team members into future leaders within the account and beyond. * Delivery management through scheduled engagement reviews between Customer(s) and Delivery leaders. * Interacting with Supplier relationship team from customer organization and maintain smoother flow of contracts, invoices, and payments. Qualifications: * Substantial experience in the Med Tech and Pharma domains mandatory. Candidates should have previously worked with Life Science customers in a business development capacity. * Experience with rapid growth in accounts and experience in global delivery model. * Prior experience of managing a large P&L in a leadership role is a must. * Ability to present at senior levels, and executive levels and navigating the multiple layers of organization of the customer. * Ability to work with different teams in various service lines and functions, across multiple time zones. * Ability to manage multi-cultural teams. * Be based in Houston but willing to travel to different client locations in US and abroad. Salary Range: $147,000 - $203,000 #LI-AD1

We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service. Responsibilities: Manage a portfolio of commercial insurance clients Respond to customer inquiries and resolve issues in a timely and professional manner Act as the main, day-to-day contact for clients. Prepare Applications and other documents required for a submission. Perform Contract reviews for insurance requirements compliance. Prepare Certificates of Insurance, Invoices, and Finance Agreements. Process Endorsements, Audits. Review and process client policy renewals and endorsements Maintain and update client information in our database Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive). Check binders, policies, endorsements, and audits for accuracy. Prepare summaries and/or schedules of coverage for clients. Work closely with underwriters and carriers to provide clients with the best coverage options Build and maintain strong relationships with clients through regular communication and follow-up Qualifications: Minimum of 3 years of experience in client service in the insurance industry P&C Insurance experience: 3 years (Required) Client Management: 3 years (Required) Strong communication and interpersonal skills Ability to multitask and prioritize effectively Proficient in Microsoft Office and insurance industry software Proficient with Web-based CRMs and Raters College degree preferred Bilingual in Spanish is a strong plus We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today! Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. Specific responsibilities include, but are not limited to: Managing the branch's Wealth Management Client Associates and Service Support Staff Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Resolving complex, escalated client service and operational needs Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service, problem resolution, and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - San Diego - 701 B ST (CA0816) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered. A Senior Relationship Manager is responsible for developing and managing business client relationships within the greater San Francisco market. A Relationship Manager will acquire clients and build relationships by providing superior client service to achieve their clients' financial objectives. The successful candidate must also be highly self-motivated, entrepreneurial and passionate about growing business in a team environment. This will involve developing, managing and maintaining relationships with commercial clients and prospects sourced by the Relationship Manager. Key responsibilities of Relationship Manager: Prospect, produce, and manage a portfolio of commercial and private banking deposit clients. Drive revenue by continually prospecting for strong clients and financially sound deals. Meet with commercial and private bank clients, listen to their needs and goals and propose recommendations on how they can meet their financial objectives. Cultivate and maintain relationships with centers of influence in the market and drive revenue by prospecting for strong clients. Focus on the overall client relationship, including loans and deposits. Assess the creditworthiness of potential borrowers and recommend credit transactions. Manage all elements of the sales cycle to include business development, prospect qualification, needs analysis and account opening. Own a loan from inception through performance and carefully monitor loan portfolio performance to ensure compliance with all financial covenants. Market and originate high quality loans and appropriately balance growing the business while protecting the bank. Be responsible for timely and accurate reporting and monitoring of clients' loan accounts. Market commercial banking services. Focus on customer service and relationship maintenance. Position Requirements: 5+ commercial banking experience with proven credit skills and credit instruments geared towards commercial and industrial business clients. Excellent business development and marketing skills and a desire to consistently acquire clients and manage relationships. Relationship sales experience in a commercial banking environment. Expert knowledge of credit facilities, underwriting and loan portfolio management. Extraordinary customer service skills. Experience in understanding the financial needs of all types of clients. A working knowledge of the local markets and top centers of influence. Preferably be able to have an existing transferable portfolio of clients. Mission Critical Objectives Identify and acquire commercial clients as well upper-tier, high net-worth individuals. Develop a robust deposit portfolio. Cross-sell the Bank's offerings. Salary Range: $120,000.00 - $160,000.00.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary With some guidance and or direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging. May Independently lead ALL messaging on small without guidance. Primary Responsibilities Create and deliver WIA service plan Prepare for and participate in strategy meeting Reviews exposures against coverages and performs gap analysis Collaborates on mid-market placements and works with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations. Review, finalize and participate proposal meeting Document clients order to bind and review binder for accuracy Participates in post renewal meeting Participates in stewardship planning and delivery for large clients Oversight of confirmation of coverage, policies, endorsements, and audits as applicable Other Responsibilities, as applicable Setup and maintain account details, contacts, and policy information in EPIC Summarize loss history Summarize current programs and expiring exposures Draft finance contracts and create premium billing allocations. Review carrier invoices Coordinate and finalize policy check Coordinate audits Position Specific Skills/Qualifications Work Experience Required 3+ years' experience in Property & Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications Required Must hold state Property & Casualty insurance license. Essential Skills/Competencies Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative. Able to obtain firsthand customer information and use it for improvements in placements and services. Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs. Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects. Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines. Proficient in self-serve portals and manages client training and utilization Strong understanding of Excel Follows a well-established set of activities. Able to solve difficult problems that are not routine, but not overly complex. Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail. Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service Education Required HS Diploma or equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Compensation This position is located in Illinois. The base salary for this position at the time of this posting may range from $60,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MF1 Powered by JazzHR vEwWy94hJk

WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings. Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Acquire & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects. * Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs. * Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum. * Capture holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit. * Business & Risk Management - maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed. * Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service. * Maximize client contact - networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client's realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses. * Business Development - nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships. * Collaboration - collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals. * Communication - actively, openly and effectively listen to understand client needs and articulately convey CNB products' value proposition. * Critical Thinking - ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client's individual situation. * Adaptability - manage ambiguity and be able to quickly pivot to advise clients as necessary. * Self-Organization & Effectiveness - ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience. * Professionalism - conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of direct sales experience required. * Minimum 5 years of experience in a financial institution required. * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. *Additional Qualifications* * Banking Products for Personal & Business clients - deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients. * Regulatory / Compliance - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC) * Economic Environment - understanding of the economic environment and its impact on clients. * Personal & Business Financials - review financial statements to fully understand a client's financial health and advise accordingly. * Negotiation - ability to maintain a profitable relationship, balancing bank and client needs. * Policy & Procedures - knowledge of CNB's policies, procedures & regulatory obligations *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities' flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#CA-DH \#LI-DH

Application Deadline: 02/12/2026 Address: 1234 E. Main St. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals * Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development * Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion * Manage a moderately complex book of business * Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities * Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines * Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles * Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed * Present credit recommendations and financial strategies to clients and internal stakeholders * Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools * Tailor solutions to client operating cycles, cash flow needs, and strategic goals * Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes * Engage financial decision-makers with proactive communication and responsive service * Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence * Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care * This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue * Strong knowledge of deposit and cash management products and services * Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally * Ability to balances needs of clients with associated risks and interests of Wells Fargo * 3+ years of experience in business-to-business sales * Established network in the local market * Knowledge and understanding of financial services industry * Excellent verbal, written, and interpersonal communication skills * Intermediate Microsoft Office skills * A BS/BA degree or higher Job Expectations: * Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Locations: * 8587 Irvine Center Dr Irvine, CA 92618 * 6503 Quail Hill Pkwy Bldg 700 Irvine, CA 92603 * 28211 Crown Valley Pkwy Laguna Niguel, CA 92677 * 4590 Macarthur Blvd Newport Beach, CA 92660 Required locations listed above. Relocation assistance is not available for this position. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $104,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 23 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.